Blumberg B+V Advisors offers ongoing investment management services. They create an investment plan for each client based on their financial situation and risk tolerance. They manage portfolios on a discretionary or non-discretionary basis, or clients can allocate funds to match the BB+VA Balance and Value Portfolio. They primarily invest in mutual funds, stocks, bonds, ETFs, and government securities.
Assets Under Management$20M
Clients8
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$600K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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